1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Legal Document Management Software

/

EntityKeeper

EntityKeeper 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if EntityKeeper is right for your practice?

Our Legal Document Management Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

EntityKeeper
EntityKeeper
4.8
(24)

Pricing

Starting at $5,000.00 per year

About EntityKeeper

EntityKeeper provides a comprehensive entity management solution to businesses of all sizes. Our platform simplifies the way you manage entities and their associated details, registered agents, filing notifications, ownership structures, and more. EntityKeeper also supports compliance with the Corporate Transparency Act by capturing required entity and personnel information.

EntityKeeper's organizational chart builder enables you to create complex org charts using the information you're already tracking. As you make updates to your entities, the changes are automatically reflected in real-time within your org charts. Centralizing this information promotes visibility and accuracy across your organization, saving you time and preventing manual errors. EntityKeeper's alerts help you manage critical deadlines and stay in compliance by notifying you of key upcoming dates (such as filing, annual reporting, and tax deadlines).

EntityKeeper's integrated Corporate Services eliminates the need to manually govern all your entity filings. From forming an entity to needing corporate documents for closing, Corporate Services automates your filings while giving you full transparency into the en...

tire process.

EntityKeeper Screenshots

0
0
1
2
3

EntityKeeper Pricing and Plans

Starting price: $5,000.00 per year
Free Trial
Free Version

Corporate

$5,000.00

flat rate, per year

No plan information available

    Advisor Get Price CTA Image

    Confused about pricing? We've got you covered.

    Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

    EntityKeeper Features

    • Popular features found in Legal Document Management
      Access Controls/Permissions
      Archiving & Retention
      Collaboration Tools
      Compliance Management
      Contract/License Management
      Document Classification
      Document Generation
      Document Management
      Electronic Signature
      Optical Character Recognition
      Secure Data Storage
      Version Control
    • More features of EntityKeeper
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      Annual Filings
      API
      Built-In Database
      Calendar Management
      Categorization/Grouping
      Charting
      Client Portal
      Commenting/Notes
      Company Formation
      Contact Management
      Corporate Structure Management
      Critical Date Alerts
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Customization
      Data Import/Export
      Data Visualization
      Deadline Management
      Design Management
      Document Capture
      Document Review
      Document Storage
      Drag & Drop
      Due Date Tracking
      Electronic Filing
      Entity Data Management
      Event Calendar
      File Management
      File Sharing
      Financial Records Tracking
      For Legal Professionals
      Interactive Elements
      Multi-Company
      Multi-Jurisdictional
      Officer Management
      Organizational Charting
      Org Chart Creation
      Ownership Tracking
      Publishing/Sharing
      Real-Time Data
      Real-Time Notifications
      Registered Agent Services Integration
      Reminders
      Reporting/Analytics
      Reporting & Statistics
      Role-Based Permissions
      Search/Filter
      Self Service Portal
      Shareholder Management
      Single Sign On
      Smart Chart Legend
      SSL Security
      Subsidiary Governance
      Succession Planning
      Task Management
      Template Management
      Templates
      Third-Party Integrations
      Two-Factor Authentication
      User Management
      Workflow Management

    EntityKeeper User Reviews

    Overall Rating

    4.8

    Ratings Breakdown

    5

    79%

    4

    17%

    3

    4%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.8

    Value for money

    4.9

    Customer support

    4.8

    Functionality

    4.6

    VR

    Verified
    Reviewer

    Real Estate

    11-50 employees

    Used weekly for less than 2 years

    Review source

    Reviewed February 2022

    Great entity organizational software

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Very simple to use and intuitive for the right price
    Cons:
    that I can't download many files at once.

    Vendor Response

    We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! It is a delight to hear about EntityKeeper's ease of use and intuitive nature, making our customers' jobs easier. It's refreshing to hear your feedback pertaining to the file download, our robust document storage is hard at work managing sensitive content and data within the platform. We recommend leveraging unlimited users, where you can add access to colleagues who need to view such documents. This can aid in removing any exposure from external variables. Our customer success team takes product feedback and issue resolution very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. This level of insight helps form components of our product roadmap and what enhancements we can shift focus to. We thank you for being a valued customer and your continued support! - The EntityKeeper Team

    Replied March 2022

    Read More

    CA

    Charlie A.

    Verified reviewer

    Accounting

    1001-5000 employees

    Used weekly for more than 2 years

    Review source

    Reviewed August 2024

    Best Org Chart Software

    5

    We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    EntityKeeper is the only software I've found that is able to truly deliver on its core competency: legal organizational structure. The tool allows you to quickly visualize ownership structures and prepare custom reports with ease.
    Cons:
    The software can be somewhat slow to load and generate the visual org charts.

    Vendor Response

    Thank you for the positive feedback, Charlie! We love hearing about the value that EntityKeeper's Org Charts provide to you and your organization.

    Replied August 2024

    Read More

    SS

    Stephanie S.

    Verified reviewer

    Legal Services

    Self-Employed

    Used weekly for less than 12 months

    Review source

    Reviewed November 2019

    Great Idea and Customer Service But Needs Some Work

    3

    I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities that I manage across a broad group of clients, but I'm not yet convinced its a tool I will continue using. I would like to see some changes that will benefit a corporate law practice.

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    I like have a repository of my clients information and the ability to calendar events and get email notifications of those events. The cost is also reasonable.
    Cons:
    It is not geared toward a corporation law practice -- one size does not fit all. It does not allow for the many different types of business entities (corps, LPs, LLCs) - only corporations and uses titles and options that do not fit all types of business entities. For example, LLC's have mangers and members, not directors and officers. Also, there should be the option of using percentage interests when documenting the owners of LLCs. Also the email of upcoming events is nice, but until you realize how to create an event with all necessary information, you get an email with little to no information - and it's next to impossible to figure out what you were emailed about. The "support" button should be up on the tool bar - it blocks information. When I use Entity Keeper, it feels like someone who does not have a lot of experience working in law firms and with multiple entities from multiple different clients nor does it feel like this was someone that used any of the compliance calendars that registered agents have available to clients (i.e., CSC, CT Corporation/NRAI, Registered Agent Solutions, Inc.).

    Vendor Response

    Stephanie, Thanks for taking the time to write a review. I'm so sorry that you don't feel that EntityKeeper is geared towards corporate law. Our software is designed to help many different clients of all sizes and industries and we made the executive decision to move towards a more generic naming convention and we have tried to solve pain points of many different users. I believe that in the start of your subscription we were trying to set up a time to hear your input, and if you'd still be interested in this we would be glad to set up time to discuss. We want to make sure your voice is heard as we continue to improve, and hope you won't hesitate to reach out if there's anything we can do to make this better. All the Best, The EntityKeeper Team

    Replied November 2019

    Read More

    MH

    Michael H.

    Verified reviewer

    Legal Services

    11-50 employees

    Used weekly for more than 2 years

    Review source

    Reviewed March 2022

    Entity Keeper - An extension of our team!

    5

    EntityKeeper is a critically important component in tracking and managing our clients corporate information and compliance deadlines. Our clients group structures range from 20 entities up to 2,500! We rely on the system to ensure our clients' information and documents stay accurate and up to date.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    In our business, the systems ease in use and ability to manage our clients' corporate data and documents is the most critical element. Integration with our existing business processes was extremely easy during the transition and onboarding phase.
    Cons:
    It would be useful to have hard coded dates for our compliance function in tracking annual compliance matters, rather than manually adding the compliance deadlines.

    Reasons for choosing EntityKeeper

    We looked at several other products and found that EntityKeeper was far and way the best value for our money. The system provided exactly what we needed to manage our clients' data and documents. The other systems offered many more bells and whistles but we found them to be confusing to use and much more costly.

    Reasons for switching to EntityKeeper

    Cost savings and ease of use.

    Vendor Response

    Michael, thank you for the feedback and thoughtful words on your positive EntityKeeper experience! It is a pleasure knowing about the platforms' ease of use and ability to make your team's job easier. We pride ourselves on our document storage with folder capabilities, single document upload from your computer to more advanced syncs with external storage systems. I am extremely excited to hear your team is fully leveraging this section of the platform for managing critical documents. Our customer success team takes product feedback very seriously and appreciate the openness pertaining to certain hardcoded capabilities and compliance tracking. We currently have a lot on the road map regarding product advancement within a revamped notification center and compliance calendar. With remarkable insight from customers like yourself, the platform is continually developing to meet growing business needs and goals. We deeply appreciate your support as a valued customer. - The EntityKeeper Team

    Replied March 2022

    Read More

    MZ

    Martha Z.

    Verified reviewer

    Warehousing

    11-50 employees

    Used weekly for less than 12 months

    Review source

    Reviewed January 2020

    Organization at it's best

    5

    EntityKeeper has been very helpful in organizing our entity documents and helping to remove processes that I had to complete manually. It’s a terrific central location for document management and tracking of our entity structures. Their customer support is great and very responsive to any questions or help I have needed. Overall, EntityKeeper has really helped streamline processes across our company while giving me a better solution for managing our entities.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    : I really like how EntityKeeper offered all of the features we needed at an affordable price. The software is easy to use, and we were able to implement it into our company quickly. When we need to share or access entity information, we can easily do that from EntityKeeper instead of our “old system” that caused me more work and ate up a lot of my time. Organization is key for me, so even though I had a system in place for everything, I was able to migrate that over to EntityKeeper and access my documents quicker. Having one location for all of our entity documents, making sure all of our employees are accessing the correct information and setting custom notifications of filing dates has been awesome.
    Cons:
    The one thing I would like to see improved on the software is the organizational chart builder. Overall, I’m able to build an organizational chart much easier than I was before, but the layout isn’t standard for what we use. When I try to print or save the organizational chart as a PDF, depending upon the size of my chart, it can be difficult to see all of the information. I’d also like to add more information to my organizational chart. It would be great to see additional details that our company needs, like ownership percentages and entity information. It would be helpful to be able to use a different layout and be able to add more information to my charts or at least select what I want to see. When I asked their customer service if this was something that could be fixed in the future, they already had a solution in place! I’ve been very impressed with how open they are to my feedback and how quickly they respond with a solution or take my feedback seriously. While I know the changes I need can’t happen overnight, I really appreciate a company that “hears” me and is open to listening to their customers about what’s not working for them.

    Vendor Response

    Thank you so much Martha for this insight and feedback detailing your experience within EntityKeeper! It is a pleasure knowing about the platforms' ease of use and ability to make your team's job easier. Our onboarding gurus' focus on setting our customers up for success during the implementation process. We pride ourselves on our document storage with folder capabilities, ranging from uploading a single document to advanced syncs. Appreciate the candor on your org chart experiences. We currently have a lot on the road map regarding product advancement and deployment within this core component of the platform. We have been receiving great feedback on how to elevate this portion of EntityKeeper to the next level. Our customer success team takes product feedback and issue resolution very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. Thank you for the continued support! - The EntityKeeper Team

    Replied December 2021

    Read More

    BS

    Bob S.

    Verified reviewer

    Mining & Metals

    11-50 employees

    Used monthly for more than 2 years

    Review source

    Reviewed June 2022

    Entity Keeper - a life saver!!!

    5

    The greatest benefit of using EntityKeeper is the fact that I can manage over 100 companies in one software package, manage Org Charts and company data elements in that same application. I will use EntityKeeper until the day I retire!!!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of use to maintain company Org Chart, ease of use for data entry of individual company elements, tracking ownership changes and more. The fit was perfect, the implementation was initially very time consuming, but once the data was entered, it is very easy to maintain.
    Cons:
    I really have no major issues. I struggle with the $1,800 annual fee, but ALL application companies have learned to charge higher than value and we will still pay because we need the application.

    Reasons for choosing EntityKeeper

    Features, ease of use, support personnel were attentive, knowledgeable and I like the company management.

    Vendor Response

    Hi Bob! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! It is a joy to hear about the platforms ease of use and consistent ability to make our customers' jobs easier. I am also glad to hear that your experience with our customer success team has been superior. Our implementation specialists focus on setting our customers up for success even before the onboarding process has started. They emphasize on desired goals, sharing best practices and setting up expectations within the platform. We take pride in being your single-source of truth for your entity management needs. Our product development team has been hard at work releasing continual org chart enhancements over the past weeks, with more in the pipeline. It would be a pleasure to set aside time to connect to uncover these latest enhancements. Thank you for this tremendous insight and being a valued client! - The EntityKeeper Team

    Replied July 2022

    Read More

    CS

    Camille S.

    Verified reviewer

    Facilities Services

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed March 2022

    Great product, worth the investment

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    From the initial rollout EK has been the solution we were looking for. The customer service is incredible and every question has been answered quickly. We have been able to centralize our entity management and ensure that we are maintaining compliance across the board. We have added on Registered Agent services to further centralize our governance needs. Adding services is simple and easy. EK is worth the investment of both time and money because once it is set up it will make your life 10x easier.
    Cons:
    So far I haven't had any issues with EK or found them to be missing a functionality we are looking for.

    Vendor Response

    Thank you so much Camille for this insight and feedback detailing your positive experience within EntityKeeper! We are so glad to hear that your interaction with our customer success team has been incredible. Our onboarding specialists focus on setting customers up for success from day one with goal setting, sharing best practices and expectations. We are also thrilled to hear that the platform has been a great fit within your organization. We take pride in being your single-source of truth for your entity management needs. Having EK as a centralized system in place ensures a secure means of managing and tracking your critical entity data. Streamlining the ordering of corporate services has elevated the ease of use within the platform, creating a new simplistic and efficient process being leveraged by users daily. Thank you for the ongoing support and being our valued customer. We look forward to our strengthening partnership and your continued success! - The EntityKeeper Team

    Replied March 2022

    Read More

    ES

    Estee S.

    Verified reviewer

    Real Estate

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed February 2022

    Review

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Easily helps keep track of annual filing due dates so nothing falls through the cracks.
    Cons:
    The permission and search features. It would be helpful if we can search by custom fields we created.

    Vendor Response

    Hi Estee! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! I am thrilled to hear that the team is optimizing key features such as notifications that helps prevent anything from falling through the cracks. We have been working vigorously to add new features and content that our customers crave. Within our robust product roadmap, we have a focus on expanding on both the notification center and permissions. The insight into search functionality and the custom fields is very helpful, our customer success team takes product feedback very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. With insight from customers like yourself, the platform is continually evolving to meet growing business needs. Thank you for the ongoing support and being our valued customer. We look forward to our strengthening partnership and your continued success. - The EntityKeeper Team

    Replied February 2022

    Read More

    DH

    Dawn H.

    Verified reviewer

    Commercial Real Estate

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed December 2019

    Great Product to Organize and Automate Entity Maintenance

    5

    EntityKeeper helps my team quickly access and organize our complex entity structures in one simple tool. It was easy to get started and the customer service team is great. It works very well for our entire organization and gives employees access to important documents in and out of the office. We find it useful to have all of our entity information located in one place so that employees in multiple offices have access to documents in a secure location.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We have found EntityKeeper to be extremely easy to use and navigate. The unlimited document storage, custom notifications, and reports were exactly what our team needed. By integrating EntityKeeper across multiple departments, we eliminated many manual processes and create a cost-effective approach to important administrative tasks. The customer service team is quick to answers questions or requests and they helped us get our account setup quickly.
    Cons:
    No concerns. The software meets our needs.

    Vendor Response

    Hi Dawn! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! I am thrilled to hear that the platform has been a great fit within your organization and that key features such as custom notifications, reports and document storage are being highly utilized by your team. These are all key features that provide users value across the board. It is a joy to hear about EntityKeeper's ease of use and consistent ability to make our customers' jobs easier. I am also glad to hear that your experience with our customer success team has been superior. Our implementation specialists focus on setting our customers up for success even before the onboarding process has started. They emphasize on desired goals, sharing best practices and setting up expectations within the platform. We take pride in being your single-source of truth for your entity management needs. - The EntityKeeper Team

    Replied December 2021

    Read More

    CS

    Craog S.

    Verified reviewer

    International Affairs

    Self-Employed

    Used daily for more than 2 years

    Review source

    Reviewed June 2022

    Document Uploads Is Clunky

    4

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Reporting Function is easy and makes a unified vision simple
    Cons:
    The document upload feature is horrible - you need to allow the users to rename the documents we are uploading and to organize them within subfolders. Also get rid of the underscores - it's not the 1990's anymore. Also we need to be able to send docs to others from within your program

    Vendor Response

    Thank you so much Craig for this insight and feedback detailing your experience within EntityKeeper! We pride ourselves on our unlimited document storage with folder capabilities, ranging from uploading a single file to leveraging advanced syncs. We appreciate the candor on your document experiences. The product team has continual releases revolving around the documents tab. Currently, the ability to share documents with other users is available. It would be a pleasure to connect to uncover the latest enhancements and address any questions you may have in real-time. The road map regarding product advancement and deployment within this core component of the platform is vast. We have been receiving great feedback on how to elevate this portion of EntityKeeper to the next level. Our customer success team takes product feedback and issue resolution very seriously. We thank you for being a valued customer and your continued support. -The EntityKeeper Success Team

    Replied July 2022

    Read More

    Showing 1 - 10 of 24 Reviews

    Other Top Recommended Legal Document Management Software

    Filevine
    Filevine

    4.4 (284)

    Recently recommended 534 times

    Clio
    Clio

    4.6 (1687)

    Recently recommended 376 times

    PracticePanther Legal Software
    PracticePanther Legal Software

    4.7 (519)

    Recently recommended 375 times

    8am MyCase
    8am MyCase

    4.6 (775)

    Recently recommended 266 times

    Advisor Get Price CTA Image

    Stuck Between Options?

    Our experts can help you compare EntityKeeper with other top options, so you can find the best fit for your needs.

    See what companies are saying about Software Advice